Classy for Salesforce

Hello! My non-profit needs to upgrade our Classy for Salesforce to 7.48 (Brawley) and Classy for NSPS to 1.66. This is my first installation as a system administrator and I'd love some advice! Thank you :)

• Should I test the installation for just myself first? My sandbox says that the installations are up to date, so I can't test it there.
• What issues should I look for or test for? I did read the release notes but don't see anything specific to look out for. 
• Anything else I should know?

Hi Experts,

I want to know if the scenarios mentioned below are possible:

1. Is it possible to link a new campaign created in Classy to an existing campaign in Salesforce instead of creating a new campaign in Salesforce?

2. When I create a new campaign in Classy and then take the Classy campaign ID or URL from Classy and update this link in the existing campaign in Salesforce, will the new campaign created in Classy be linked to the existing campaign?

Please guide me on this

@Nonprofit Hub @Nonprofit Release Readiness

Hi Salesforce Community, 

Our organization have Classy/GoFundMe Pro integration set-up, lately we have been running into a small issue where our opportunity naming flow stopped working correctly. This was working fine in the beginning but notices that it has some hiccups. 

The flow is a fast-field record-trigger that triggers upon creation and if the opportunity contains a Classy transaction ID.   

Here what happens when it comes in.

I do have other related flows. Could it be the timing of when they get triggered? Could it also be that some of them are set to trigger when created or updated?  

Any help is appreciated. 

Thanks!  

Ken

Hello, we recently setup automation to run based on a few fields from classy, the integration user we have connected is currently a system admin, on top of having the classy permission sets.  

Our flows have pretty broad entry criteria, for example if there is no payment method, but there's a classy payment method it should copy over. I have confirmed that the records that

be updated will update when prompted later but not when they are created/updated by the integration. All flows in relation are after save flows, with time delays based on the last modified date/time of the record.. so there should not be an issue on the record not being fully processed by classy before processing the flow. 

When running a debug log I do not even see it attempting to trigger these flows. Has anyone experienced something similar? What was the solution. Thank you. 

Is there a compelling reason to have Contacts created by Classy/GFM Pro identified with record type StayClassy rather than our standard record type for Contacts? We don't have any reason to identify contacts as online donors, we just like to identify specific donations as online. Is there something I'm not thinking about?

Hi, everyone! PayPal is set up as a payment option in #Classy App with #NPSP, and I confirmed I can see this payment method on a donation page.  

However, when someone pays via Paypal, that data is not flowing into Salesforce similar to Stripe transactions. Are there additional settings or gotchas to be aware of? We also have GoFundMePay. Thank you!  

#PayPal Checkout Integration #Nonprofit #Nonprofit Success Pack #NPSP @Nonprofit Ask Me Anything (Global) @Nonprofit Success Pack @Nonprofit Hub @Nonprofit App Advice and Reviews

We have fairly recently integrated Classy/GFM Pro with Salesforce and are running into an issue with the way addresses are handled.  We are running NPSP and use Melissa Data for quarterly NCOA address verification and standardization.  Unfortunately, once an address has gone through the NCOA update, it will no longer match with the "same" address that Classy tries to match to when a member donates or renews a membership.  This is because Classy doesn't allow us to standardize addresses (such at using the full 9 digit code or full country name).  As a result, the default address for contacts is being changed to the "Classy version" instead of the NCOA standardized version, and we are storing lots of extraneous address records.  Does anyone have a solution you have implemented to avoid this problem, either using standard settings or custom automation?  Thanks!

Hi @Eric Smith

When adding a new data table to a screen flow, I'm unable to select the object and this error is displayed: Ending position out of bounds: 2  

Install packag versions are: 

• DataTable:  4.3.5 
• FlowScreenComponentsBasePack: 3.3.8
•  FlowActionsBasePack :  3.19

It seems that 

@Szilárd Pataki is facing the same issue https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000J5To30AF

Thanks 

Xavier

Hello Members,  

I am getting this error while searching for the data on the Classy Data Sync Screen.  

Any Suggestions?  

Hi Experts,

We are currently exploring the features of Classy for Salesforce and had a few questions regarding its integration with Salesforce Experience Cloud:

1. Does Classy for Salesforce offer any out-of-the-box components that can be embedded into an Experience Cloud portal, allowing donors to log in and make donations directly from the portal?
2. If we embed a Classy donation form into a website or portal, is it possible to prepopulate donor information on the form once the user is authenticated and logged in?

 Please guide me to better understand this.